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Workflow

Workflow Automation

MAESTRO Workflow Automation empowers clinical teams to design, automate, and optimize complex trial processes without coding — reducing manual effort, improving compliance, and accelerating timelines.

Visual workflow automation for Canadian clinical operations
Capabilities

Process excellence platform.

From simple approval chains to complex multi-stage processes with conditional logic — our visual designer puts automation in the hands of clinical operations teams. No coding required.

Visual Workflow Designer

  • Drag-and-drop workflow builder
  • Pre-built clinical process templates
  • Conditional branching and decision points
  • Role-based task assignments
  • Reusable process components

Smart Approvals

  • Role-based approval chains
  • Dynamic routing based on data values
  • Parallel and sequential approvals
  • Delegation and escalation paths
  • Electronic signatures with audit trails

Form Builder

  • Customizable data collection forms
  • Field-level validation rules
  • Conditional form logic
  • Data extraction from documents
  • Mobile-optimized layouts

Process Analytics

  • Real-time process monitoring
  • Bottleneck identification
  • Cycle time analytics
  • Workload distribution reports
  • Process optimization recommendations

Automation Engine

  • Event-triggered process initiation
  • Automated notifications and reminders
  • System integration actions
  • Scheduled and recurring workflows
  • Error handling and exception management

Compliance Controls

  • 21 CFR Part 11 compliant audit trails
  • Process validation documentation
  • Change control with version history
  • Enforced review and approval steps
  • Regulatory reporting automation
Outcomes

Workflow efficiency benefits.

85%

Reduced manual steps

Automation eliminates repetitive tasks and manual handoffs.

75%

Faster process cycles

Streamlined approvals and automated routing dramatically reduce completion time.

100%

Process compliance

Standardized workflows ensure every process follows approved procedures.

60%

Improved visibility

Real-time dashboards show process status, bottlenecks and workload.

Better together

Seamless integration with MAESTRO.

MAESTRO Workflow Automation connects natively with CTMS, eTMF, QMS and AI Agents — one interconnected operations ecosystem.

Workflow + CTMS

Automate site initiation, monitoring visits, and payment approvals with direct integration to study, site, and patient data.

Workflow + eTMF

Streamline document review and approval processes with automatic filing of approved documents in the correct TMF location.

Workflow + QMS

Ensure compliant management of deviations, CAPAs, and other quality events with standardized, auditable processes.

Workflow + AI Agents

Leverage AI to extract data from documents, make routing decisions, and identify process optimization opportunities.

Ready when you are

Automate your clinical operations.

Join organizations cutting cycle times, eliminating manual handoffs, and gaining real-time visibility across every clinical process.

Book your discovery call